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Foundation Wealth Management, LLC 13F holdings

Filed 2026-07-30 · Foundation Wealth Management, LLC · 51 positions · $169.1M

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TickerCompanySharesValue% of portfolio
IVWISHARES TR337.0K$46.3M27.4%
IVEISHARES TR184.4K$41.9M24.8%
IJJISHARES TR56.8K$8.4M5.0%
IWNISHARES TR35.4K$7.8M4.6%
IWOISHARES TR17.7K$7.0M4.1%
EEMISHARES TR56.4K$3.9M2.3%
SCZISHARES TR46.1K$3.8M2.2%
AAPLAPPLE INC13.0K$3.8M2.2%
EFVISHARES TR48.8K$3.7M2.2%
IBDRISHARES TR151.5K$3.7M2.2%
IBITISHARES BITCOIN TRUST ETF108.5K$3.6M2.1%
IBDSISHARES TR141.3K$3.4M2.0%
BRK-BBERKSHIRE HATHAWAY INC DEL6.1K$3.1M1.8%
IJKISHARES TR24.9K$2.9M1.7%
EFGISHARES TR21.7K$2.7M1.6%
GOOGLALPHABET INC5.9K$2.1M1.3%
IBDTISHARES TR78.2K$2.0M1.2%
IYRISHARES TR15.2K$1.6M0.9%
IYEISHARES TR25.5K$1.4M0.9%
MUMICRON TECHNOLOGY INC1.0K$1.2M0.7%
REETISHARES TR41.6K$1.1M0.7%
MSFTMICROSOFT CORP2.8K$1.0M0.6%
BTCGRAYSCALE BITCOIN MINI TR ET38.9K$1.0M0.6%
GOOGALPHABET INC2.8K$989,9510.6%
IBDVISHARES TR40.3K$879,4520.5%
IBDUISHARES TR32.2K$746,0230.4%
GEVGE VERNOVA INC546$641,4750.4%
AONAON PLC1.9K$641,3290.4%
JPMJPMORGAN CHASE & CO1.8K$596,9340.4%
COSTCOSTCO WHOLESALE CORPORATION594$555,4290.3%
PLTRPALANTIR TECHNOLOGIES INC4.6K$539,0150.3%
NVDANVIDIA CORPORATION2.6K$514,5180.3%
DISDISNEY WALT CO5.0K$478,3700.3%
SNDKSANDISK CORP200$454,7460.3%
IBDWISHARES TR20.5K$426,7930.3%
AMDADVANCED MICRO DEVICES INC707$410,7030.2%
VONGVANGUARD SCOTTSDALE FDS2.6K$326,1700.2%
GBTCGRAYSCALE BITCOIN TRUST ETF6.6K$302,5710.2%
IWPISHARES TR2.0K$290,0980.2%
ABBVABBVIE INC1.1K$282,8000.2%
IBDXISHARES TR10.6K$267,8250.2%
IEFAISHARES TR2.7K$263,6850.2%
—GARMIN LTD1.1K$263,1940.2%
DDOGDATADOG INC1.0K$260,3600.2%
HLALLISTED FDS TR3.4K$242,0270.1%
IWSISHARES TR1.4K$237,5180.1%
IBMINTERNATIONAL BUSINESS MACHS829$232,8550.1%
AZOAUTOZONE INC70$223,7160.1%
METAMETA PLATFORMS INC382$215,5220.1%
VUGVANGUARD INDEX FDS2.5K$215,2640.1%
—PROTHENA CORP PLC19.2K$188,3220.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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